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Leo Holdings Corp. II

LHCDelisted Dec 4, 2023
Industry
Radio & Tv Broadcasting & Communications Equipment
SEC CIK
0001824153

Leo Holdings Corp. II was delisted on Dec 4, 2023; its insiders filed their last Form 4 on Sep 18, 2023; 24 institutions reported holding it in 13F filings for Q3 2023, worth $56.4M in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Leo Holdings Corp. II as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
72
−3 vs. Q2 2022
Shares held
35.4M
+1.68M (+5.0%) vs. Q2 2022
Total value
$351.6M
+$19.0M (+5.7%) vs. Q2 2022
New holders
6
17 more added
Sold out
9
10 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 72 institutions
Q1 2021: 50 institutionsQ2 2021: 61 institutionsQ3 2021: 70 institutionsQ4 2021: 78 institutionsQ1 2022: 76 institutionsQ2 2022: 75 institutionsQ3 2022: 72 institutionsQ4 2022: 64 institutionsQ1 2023: 21 institutionsQ2 2023: 23 institutionsQ3 2023: 24 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $351.6M
Q1 2021: $190.6MQ2 2021: $265.6MQ3 2021: $273.6MQ4 2021: $305.1MQ1 2022: $318.6MQ2 2022: $332.6MQ3 2022: $351.6MQ4 2022: $349.1MQ1 2023: $52.6MQ2 2023: $54.2MQ3 2023: $56.4MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LHC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202324$56.4M
Q2 202323$54.2M
Q1 202321$52.6M
Q4 202264$349.1M
Q3 202272$351.6M
Q2 202275$332.6M
Q1 202276$318.6M
Q4 202178$305.1M
Q3 202170$273.6M
Q2 202161$265.6M
Q1 202150$190.6M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Leo Holdings Corp. II; share changes are against Q2 2022.

Institutions holding LHC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Glazer Capital, LLC3,338,442$33.3M0.61%+2,079,232+165.1%Added
Aristeia Capital LLC2,282,200$22.7M0.40%00.0%Unchanged
Nomura Holdings Inc2,233,361$22.2M0.22%00.0%Unchanged
D. E. Shaw & Co., Inc.1,856,149$18.5M0.03%+584,400+46.0%Added
Marshall Wace, LLP1,813,861$18.1M0.05%00.0%Unchanged
Millennium Management LLC1,541,868$15.4M0.02%−2,563−0.2%Reduced
HSBC Holdings PLC1,280,228$12.8M0.02%+299,998+30.6%Added
Fir Tree Capital Management LP1,278,609$12.7M0.44%00.0%Unchanged
Weiss Asset Management LP1,198,724$11.9M0.31%+474,471+65.5%Added
Moore Capital Management, LP1,000,000$9.96M0.27%00.0%Unchanged
Mizuho Securities USA LLC984,524$9.76M1.33%+984,524New
Linden Advisors LP974,793$9.71M0.09%00.0%Unchanged
Saba Capital Management, L.P.894,847$8.91M0.12%+275,000+44.4%Added
LMR Partners LLP775,935$7.73M0.20%−80,170−9.4%Reduced
Radcliffe Capital Management, L.P.656,745$6.54M0.21%+6,653+1.0%Added
Citadel Advisors LLC655,505$6.53M0.01%+9,214+1.4%Added
HBK Investments L P604,370$6.02M0.16%00.0%Unchanged
Deutsche Bank AG600,000$5.98M0.00%00.0%Unchanged
Adage Capital Partners GP, L.L.C.583,333$5.81M0.01%−1,166,667−66.7%Reduced
Balyasny Asset Management LLC578,787$5.76M0.02%00.0%Unchanged
Periscope Capital Inc.576,300$5.74M0.17%−274,700−32.3%Reduced
Prelude Capital Management, LLC569,001$5.67M0.28%00.0%Unchanged
Owl Creek Asset Management, L.P.518,616$5.17M0.35%00.0%Unchanged
Hudson Bay Capital Management LP500,000$4.98M0.05%00.0%Unchanged
Picton Mahoney Asset Management494,701$4.93M0.23%00.0%Unchanged
UBS Oconnor LLC474,673$4.73M0.05%−47,720−9.1%Reduced
Sculptor Capital LP466,997$4.65M0.06%+13,594+3.0%Added
Castle Creek Arbitrage, LLC449,996$4.48M0.25%00.0%Unchanged
Westchester Capital Management, LLC400,000$3.98M0.12%+400,000New
Magnetar Financial LLC377,627$3.76M0.05%+134,484+55.3%Added
Berkley W R Corp344,079$3.43M0.17%+294,086+588.3%Added
Polar Asset Management Partners Inc.335,000$3.34M0.04%00.0%Unchanged
Kim, LLC309,500$3.08M0.14%00.0%Unchanged
BNP Paribas Arbitrage, SA375,000$2.99M0.01%+375,000New
Tenor Capital Management Co., L.P.300,000$2.99M0.07%00.0%Unchanged
State of Wisconsin Investment Board256,968$2.56M0.01%00.0%Unchanged
Barclays PLC256,080$2.55M0.00%00.0%Unchanged
Ghisallo Capital Management LLC250,000$2.49M0.33%00.0%Unchanged
JPMorgan Chase & Co250,000$2.49M0.00%+127,157+103.5%Added
CSS LLC248,833$2.48M0.14%+71,419+40.3%Added
Jane Street Group, LLC204,574$2.04M0.00%−77,901−27.6%Reduced
Vestcor Inc192,547$1.92M0.07%00.0%Unchanged
Melqart Asset Management (UK) Ltd170,000$1.69M0.14%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund158,388$1.58M0.01%00.0%Unchanged
Tudor Investment Corp Et Al150,000$1.49M0.04%00.0%Unchanged
MMCAP International Inc. SPC150,000$1.49M0.12%00.0%Unchanged
HGC Investment Management Inc.150,000$1.49M0.10%+150,000New
Bank of Montreal143,710$1.43M0.00%00.0%Unchanged
Bulldog Investors, LLP136,040$1.35M0.40%+125,840+1,233.7%Added
CVI Holdings, LLC112,206$1.12M0.09%00.0%Unchanged
Bank of America Corp100,000$996.0K0.00%−22,794−18.6%Reduced
Segantii Capital Management Ltd100,000$996.0K0.04%00.0%Unchanged
Cowen Investment Management LLC75,000$747.0K0.16%00.0%Unchanged
Whitebox Advisors LLC71,000$707.0K0.02%00.0%Unchanged
CNH Partners LLC66,870$666.0K0.01%00.0%Unchanged
Virtu Financial LLC58,782$585.0K0.05%+58,782New
Centiva Capital, LP56,036$558.0K0.04%00.0%Unchanged
Vivaldi Asset Management, LLC52,112$519.0K0.02%+39,612+316.9%Added
Gabelli & Co Investment Advisers, Inc.51,058$509.0K0.07%00.0%Unchanged
Gabelli Funds LLC48,942$487.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc47,905$477.0K0.00%−250,838−84.0%Reduced
Context Capital Management, LLC46,200$460.0K0.03%00.0%Unchanged
HRT Financial LP39,174$390.0K0.00%00.0%Unchanged
Taconic Capital Advisors LP30,000$299.0K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC28,300$282.0K0.00%+17,185+154.6%Added
Landscape Capital Management, L.L.C.19,654$196.0K0.03%00.0%Unchanged
DeepCurrents Investment Group LLC17,731$177.0K0.01%00.0%Unchanged
HighTower Advisors, LLC15,454$155.0K0.00%−492,281−97.0%Reduced
Cohanzick Management, LLC4,916$49.0K0.01%−84−1.7%Reduced
UBS Group AG2,586$26.0K0.00%+420+19.4%Added
Elequin Capital LP500$5.00K0.00%+500New
Old Mission Capital LLC34,634$1.00K0.00%+11,693+51.0%Added
Basso Capital Management, L.P.0$00.00%−827,964−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−450,000−100.0%Sold out
Spartan Fund Management Inc.0$00.00%−351,105−100.0%Sold out
Woodline Partners LP0$00.00%−300,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−260,000−100.0%Sold out
Omni Event Management Ltd0$00.00%−146,989−100.0%Sold out
Glenmede Trust Co NA0$00.00%−69,265−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−30,338−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−3,900−100.0%Sold out